Here are a few frequently asked questions about our services followed by answers to give you clarity on what we do to help our clients.
What do you mean by "unique integration"?
We have a fully integrated team of professional experts who have extensive knowledge in accounting, advisory and wealth management services. We are proud of the complete in-house solutions we offer as well as the level and range of services.
How do you help with growth and direction?
We support growth and provide direction for clients by coming up with unique, bright ideas and listening to their vision and goals. Our team of experts make clients’ goals and vision a reality.
What is your collaborative approach?
When clients come to our office, they can expect to meet with several of our team members; each helping them with different areas of their plan. We all work together for our clients.
I have an accountant and a financial planner. What do you offer that they don't?
We are sure your current accountant and advisor care and are good at what they do. Where we shine is when clients are looking for experts all under one roof who collaborate together to determine the best solutions.
What type of businesses do you help?
We help established business owners, professionals and many farmers who appreciate professional guidance, advice and value good service. They are growth oriented and driven to succeed.
How long have you been in business?
Our firm has been in operation supporting businesses in Haldimand, Norfolk, Elgin, Brant, and Oxford counties since 1948. We are a landmark in the community and proud of our roots. We have 2 locations. One in Simcoe and in Tillsonburg.